CHARLES SCHWAB Overview

Charles Schwab Investment Advisory Inc. is an investment advisor that manages 21.6 BN dollars in regulatory AUM and has 35 employees, of which 35 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 13BN in positions, representing 59% of the manager's regulatory AUM.

CHARLES SCHWAB StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CHARLES SCHWAB Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FNDX 7.34% ETF 3.97% 0.18% 99 1%
SCHX 7.12% ETF 1.49% -0% 28 3%
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FEATURED IN
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CHARLES SCHWAB Founders and Key Employees

Name Title In Position Since
Mark W. Riepe President January-2010
Joseph R. Martinetto Cfo January-2010
Roseanne C. Hauer Chief Compliance Officer, Interim February-2015

CHARLES SCHWAB Brokers, Custodians, Auditors and Administrators

Type Company

CHARLES SCHWAB Investment Strategy

CHARLES SCHWAB Portfolio Concentration

CHARLES SCHWAB Location

211 MAIN STREET
SF211MN-03-307
SAN FRANCISCO, California
UNITED STATES, 94105

CHARLES SCHWAB Contact Information

Phone Number: 415-667-1910
Fax Number: 415-667-1430
Website:

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